Right, agents work on behalf of the user and only cost compute (not time/attention, which is the ultimate human currency). They act on behalf of me not Amazon.
It is my personally optimistic perspective on AI that it will mediate all interactions with 3P who are acting in their own interest and not mine. Ie, “my” agent.
maybe agentic commerce will finally realize the micro-payments based internet that crypto people had been wishing would happen for years? Should there be stablecoin based micropayments built into MCP to charge for agentic interactions to replace the micropayment of an ad into someones eyeballs?
This is (still) never going to happen. A more realistic outcome is a deal between Meta and Amazon to enable access in exchange for invisibly integrating advertisements into the agents' decisions.I don't know exactly what that will look like, but I'd bet we will see a version of it soon.
It can only be this. And it will fail the same reason Alexa failed.
Nobody will blindly trust Amazon to buy products when they know Amazon cannot and will not truly suggest the best product for the consumer.
Alexa was supposed to be the voice gateway to purchasing. But nobody trusts the result Alexa picks because it will not default to the best value to the user - only the best value to Amazon.
Recently it was estimated that Amazon makes $30-80 billion(!) per year off not showing you the economically best results by deliberately disallowing sorting on $ per unit [1] to force sellers into ads. Amongst other tactics (ex. filter by country of origin).
AI agents can sort on $ / unit to easily find you the best deal, rendering Amazon's various forms of paid placement irrelevant.
Extend this to filtering Chinese slop brands (also not able to be filtered) and the significant portion of revenue starts looking like knocking back margins to the 3-5% range. Basically an existential threat.
Amazon cannot allow AI agents and maintain current margins.
I asked this in another thread: who benefits from all these bot integrations?
It's not the consumers of the AI, or the consumers of the real businesses? It just seems like everyone things "if they build it" it'll come.
But it's clear Amazon cares about how it's costomers have to view all the items as both upsells and advertising, and a bot is going to either be _really_ into it or act much like ublockorigin does.
But either way, no company making money on costumer direct sales sees a real benefit to allowing a bot to easily bypass all the necessary details.
Whether it's advertisement, liabilities, manufacturer's recommendations; a bot will ignore these things and generate a costumer expectation that suddenly the producer has to live up to.
Then you'll tell me: YEAH, that's why you need a MCP friendly website.
The AIs are also providing the product suggestions, and it comes from what data they are given from their searches. I think they can put 2 and 2 together on how to make that happen with the right MCP response bodies.
